2022 Mid-Year Outlook:
Economies recalibrated and what’s to come


There is safety
in numbers


The investment and economic environments have changed considerably over the last 12 months. Elevated risks suggest that “safety first” is a good investment motto for the year ahead. 

What’s in store for 2024?

The great energy transition

Renewables are central to the energy transition, but alternatives like wind and solar must overcome significant challenges. 

Bonds return

In a regime of higher for longer interest rates, we expect bonds to return to the forefront of asset allocation decisions in 2024.

Growth & innovation

Regardless of the economic backdrop, growth and innovation take place in every stage of the business cycle. Here’s where we see potential. 

Asset mix recommendations

Sticky inflation and higher interest rates could create equity volatility and fixed income opportunity.

Additional resources

Special podcast episode

Tune in to hear what our Co-CIOs are watching on the macro-economic front in 2024, and how these themes will affect the markets.

Coming soon

2024 Market Outlook event

For expert insights on the year ahead, join our team for an in-depth discussion on global macro trends, key themes shaping capital markets and our asset allocation recommendations. Get the advice you need to navigate investor portfolios in 2024.

December 7, 2023, at 1 p.m. ET

Long-term capital markets outlook

Orange Book coming January 2024

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